Brandyn Tuttle is a financial advisor with Eagle Strategies (NY Life) in Tacoma, WA, holding Series 65 and Series 63 licenses with two years of industry experience. He has worked at several related firms since 2024, including New York Life Insurance Company and NYLIFE Securities LLC. Outside of his advisory role, Brandyn also operates a fireworks stand under the name Beijing Bob's Fireworks. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored advice and primarily manages assets on a non-discretionary basis.

David Dotson is a financial advisor with PlanMember Securities Corporation in Tacoma, WA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior experience includes roles at Cetera Advisors LLC and running his own advisory business since 1992. Outside of financial services, he is the managing member of Symbiol LLC, a company focused on converting wood waste to biofuel. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm’s investment approach centers on strategic asset allocation and risk-based mutual fund portfolios, supported by educational and support services for plan sponsors and participants.

Vincent Di Domenico is a financial advisor with Voya Financial Advisors, Inc. in Tacoma, WA, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Zetimair Wealth Management and Ameriprise Financial Services. He provides pro bono financial planning through the Foundation for Financial Planning. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement-plan advisory services using a mix of discretionary and non-discretionary strategies supported by technology and both affiliated and unaffiliated investment products.

Aubrey Wilkinson IV is a financial advisor at Valic Financial Advisors with one year of industry experience. He holds the Series 66 designation and previously operated Wilkinson Financial Group, LLC as a sole proprietor. His background includes various roles in finance and hospitality prior to joining Valic Financial Advisors. Valic Financial Advisors, Inc. serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and consulting services through a large network of advisors. The firm uses discretionary unified managed accounts with Envestnet’s platform and provides optional tax-aware and impact/ESG overlay services.

Noah Schwartz is an investment advisor at Private Advisor Group, LLC with a Series 65 credential and two years of industry experience. Before joining Private Advisor Group in 2024, he held various roles including positions in food service and at Azenta Life Sciences. He operates under the business name Stonebridge Wealth Management within Private Advisor Group. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model, utilizing technology platforms and a range of investment strategies, often implementing advice through third-party managers and turnkey asset management programs.

Valerie Laroque is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and 19 years of industry experience. She has worked at Ameritas since 2010 across multiple affiliated entities and previously at Merrill. Additionally, she serves as trustee for the Griffiths Family Trust and is a licensed independent insurance agent selling fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and charitable organizations. The firm utilizes a range of investment vehicles and platforms, combining model portfolios, mutual funds, ETFs, and individual securities, and offers both discretionary and non-discretionary management programs.

Matthew Burklund is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked with Union Central Life Insurance since 2008 and Cornerstone Financial Services LLC since 2007, and he is also involved with Burklund Inc. Outside of his advisory role, he is a partner at Basin Insurance Associates, focusing on property and casualty insurance, and at CoveredNow.com, which provides health insurance services. Brookstone Capital Management offers fee-based asset management and financial planning to a diverse clientele, including individuals, retirement plans, corporations, and trusts. The firm employs strategic and dynamic asset-allocation models and utilizes a range of investment vehicles alongside proprietary funds and sub-advisors to implement client portfolios.

Richard North is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has been with Thrivent Financial For Lutherans and Thrivent Investment Management since 2007. Outside of his advisory role, North co-manages two office buildings and oversees an inherited dry land wheat farm in Eastern Washington. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without portfolio management or institutional mandates. The firm offers planning engagements either as one-time or ongoing relationships, emphasizing written recommendations across a broad range of financial topics.

Ralph Kowal is a financial advisor at Cetera with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Cetera and its affiliated entities since 2005, as well as Heritage Bank and Harborstone Credit Union. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform with various program options and more than 10,000 advisors nationwide.

Kenneth Horwitz is a financial advisor with UBS Financial Services in Bremerton, WA, holding Series 63 and Series 65 licenses and with 39 years of industry experience. He has been with UBS since 1986. Outside of his advisory work, Horwitz owns and operates Olde Thyme Aviation, Inc., an engineering company that maintains vintage airplanes and offers flights at the Museum of Flight. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and provides research-driven, tailored investment strategies.

Ena Dominique Villarete is a financial advisor with Ameriprise in Kent, WA, holding Series 63 and Series 65 credentials and bringing nine years of industry experience. She has been with Ameriprise and Ameriprise Financial since 2016. Outside of her advisory role, she is co-owner of VH Enterprise LLC, a real estate business. Ameriprise provides a retirement-income planning service targeted at individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to develop written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Callahan Wales is a financial advisor at Ameriprise with five years of industry experience and holds a Series 66 designation. His work history includes roles at Ameriprise since 2020, as well as brief tenure at Gravity Winery, Newport Properties, and Gratzi. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service that features written recommendation reports and ongoing tax-aware withdrawal strategies.

Rick Larson is a financial advisor with Morgan Stanley in Gig Harbor, WA, holding a Series 66 designation and 29 years of industry experience. His career includes roles at Morgan Stanley Private Bank, N.A. since 2015, Morgan Stanley since 2009, and Citigroup Global Markets from 2001 to 2009. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its advisory process.

Joseph Allen is Vice President and Financial Consultant at Fidelity Investments. In this role, he provides clients and their families with access to Fidelity's extensive resources, offering personalized and dedicated relationships through collaborative and customized strategic financial planning and investment strategy development and implementation. His approach includes tracking progress towards financial goals to help clients remain confident regardless of economic conditions. Joseph has held various positions in the financial services industry, including Senior Financial Consultant at TD AMERITRADE, Vice President and Financial Advisor at Merrill Lynch, Financial Advisor at Morgan Stanley Smith Barney and Citigroup Global Markets, Client Associate roles at Morgan Stanley, and Manager at Charles Schwab. His extensive experience encompasses in-depth planning and investment strategy development. Outside of his professional work, Joseph's interests include the beach, family activities, fitness, football, music, and traveling.

Robert Maas is a financial advisor with Ameriprise in Mercer Island, WA, holding Series 63 and Series 66 credentials and 39 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Maas is involved in independent insurance brokering and owns a business named Too Belay. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a Premier Retirement Income service that provides tailored retirement planning recommendations focusing on dependable income sources and tax-aware withdrawal strategies. The firm integrates proprietary research and third-party data in a structured program with enrollment criteria that include minimum investable assets and managed account holdings.

Kenneth Seaton, Jr Jr. is a CFP®-certified financial advisor with Edward Jones in Port Orchard, WA, having 19 years of industry experience and over 20 years with Edward Jones. He serves on the investment committee of the Kitsap Community Foundation in Silverdale, WA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, supported by a large network of financial advisors and branch offices nationwide.

Christopher Kyle is a CFA® charterholder with 11 years of industry experience. He currently works at MassMutual Investors Services and MassMutual Life Insurance Co, where he has been employed since 2023. Prior to that, he spent several years at Russell Investments. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved analytical tools and presents event-driven planning services in specific areas such as divorce and estate settlement.

Sek Seng Lim is a financial advisor at Merrill based in Seattle, WA, holding a Series 66 designation with six years of industry experience. He has been with Merrill and Bank of America, N.A. since 2017, following a one-year period of unemployment. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutional entities.

Sanjay Das is a CFP® professional with 33 years of experience in financial advising, currently serving at LPL Financial since 2017. Prior to this, he spent 15 years at National Planning Corporation. He also teaches at Golden Gate University and delivers seminars for new parents through the PEPs (Parents of Newborns) program. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios, utilizing both proprietary research and third-party strategies.

Brian Carpenter is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2010, serving in various roles including Vice President Branch Leader, Regional Planning Consultant, and Executive Planning Consultant. Prior to joining Fidelity, Brian worked at T. Rowe Price from 2003 to 2010 and at Charles Schwab from 2000 to 2001. Brian holds a California Insurance License. His professional experience spans financial consulting, investment counseling, and retirement planning. Outside of his professional career, Brian enjoys baseball, concerts, movies, music, traveling, and family activities. He is a father of two daughters and married to a healthcare professional.